Focused Financial Solutions

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

6564 Ridings Rd, Syracuse, New York, 132...

Phone Number

(315) 434-9026

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Focused Financial Solutions

Focused Financial Solutions specializes in providing individuals and families with customized financial planning services. Their expertise includes retirement, estate, investment, insurance, and tax planning, aimed at helping clients achieve financial security and a sustainable lifestyle during retirement. The company adopts a client-centered approach, designing unique strategies to ensure clients have sufficient income for travel and unforeseen life events. They are dedicated to guiding clients toward a worry- and stress-free retirement.Explore more
Popular SearchesFocused Financial SolutionsFocused FinancialFocused Financial Solutions - IncFocused Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Focused Financial Solutions Org Chart

PhoneEmail
RJ
United States flag for contact location.

Cfp Financial Advisor

PhoneEmail
SC
United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Focused Financial Solutio...

<$5M
1-10
Private
-
2018
RJ
Richard JenkinsCfp Financial Advisor
<$5M
1-10
Private
<$5M
2010
NO
Nicholas OffenburgerFinancial Advisor
<$5M
1-10
Private
-
-
CF
Christopher FragaManager, Wealth
<$5M
1-10
Private
-
-
JS
John ShiblesManaging Partner, Wealth Advisor
<$5M
1-10
Private
-
2018
KK
Kate KoplinWealth Advisor
<$5M
1-10
Private
-
2011
JJ
Jennifer JutzClient Services Coordinator
<$5M
1-10
Private
-
2006
NK
Nicholas KarczFinancial Advisor & Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Focused Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Focused Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Focused Financial Solutions.

Focused Financial Solutions Tech Stack

A closer look at the technologies used by Focused Financial Solutions

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Frequently Asked Questions Regarding Focused Financial Solutions

What is Focused Financial Solutions's official website?
Focused Financial Solutions's official website is www.focusedfinancials.com
What is Focused Financial Solutions's Revenue?
Focused Financial Solutions's revenue is <$5 Million
What is Focused Financial Solutions's SIC code?
Focused Financial Solutions's SIC: 62,628
What is Focused Financial Solutions's NAICS code?
Focused Financial Solutions's NAICS: 52,523
How many employees does Focused Financial Solutions have?
Focused Financial Solutions has 1-10 employees
What industry does Focused Financial Solutions belong to?
Focused Financial Solutions is in the industry of: Finance, Securities Trading
What is Focused Financial Solutions competition?
Focused Financial Solutions top competitors include: Triad Wealth Advisors, Offenburger Capital Management, Stonehedge Financial, Fraga Wealth Management
What technology does Focused Financial Solutions use?
Some of the popular technologies that Focused Financial Solutions uses are: DocuSign, Drupal, PHP, Cloudflare Website Optimization
How do I contact Focused Financial Solutions?
Focused Financial Solutions contact info: Phone number: (315) 434-9026 Website: www.focusedfinancials.com
What does Focused Financial Solutions do?

Focused Financial Solutions specializes in providing individuals and families with customized financial planning services. Their expertise includes retirement, estate, investment, insurance, and tax planning, aimed at helping clients achieve financial security and a sustainable lifestyle during retirement. The company adopts a client-centered appro... ach, designing unique strategies to ensure clients have sufficient income for travel and unforeseen life events. They are dedicated to guiding clients toward a worry- and stress-free retirement.Read More

Is Focused Financial Solutions a public company?
Focused Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Focused Financial Solutions

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